Title page for etd-0605118-150138


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URN etd-0605118-150138
Author Po-Cheng Yang
Author's Email Address No Public.
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Department Finance
Year 2017
Semester 2
Degree Master
Type of Document
Language zh-TW.Big5 Chinese
Title A Study of Robo-Advisor Development in Taiwan
Date of Defense 2018-06-25
Page Count 63
Keyword
  • ETF
  • Regulation
  • Wealth Management
  • Robo-Advisor
  • Fintech
  • Abstract Fintech has been thriving globally in recent years. Fintech has many aspects, which this study concentrates on Robo-Advisor. After Financial crisis of 2007-2008,financial regualations become much more strict and investors start to distrust traditional financial institutions.With low-barrier and low-cost characters,robo-advisor platforms gain in popularity which satisfy middle class investors’ investment planning demand.
    Compared with traditional financial advisor,robo-advisor has low-barrier,passive investing,rebalancing,portfolio customization and tax planning services that helpful to increase profitability.Through big data and algorithm technology,robo-advisor platform offer much more objective advices and mitigate conflict of interest between financial advisor and investor.
    This study selects four robo-advisor platforms from the United States, China and Taiwan as target cases.They are compared and analyzed in many aspects,including background, service flow, service features and profit model. In terms of portfolio source, Taiwan business is much different with it in other countries. In addition,this study conducts comparative assessments of passive investment development, regulatory regulations, and investor characteristics in the United States, China, and Taiwan in order to provide a glimpse of Taiwan’s robo-advisor development prospects,and hopefully contribute to development of robo-advisor in Taiwan.
    Advisory Committee
  • Chang-yung Liu - chair
  • Pei-how Huang - co-chair
  • Yue-Shan Chang - advisor
  • Files
  • etd-0605118-150138.pdf
  • Indicate in-campus at 5 year and off-campus access at 5 year.
    Date of Submission 2018-07-09

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